Learn More About Self Directed IRA LLCs
The Self Directed IRA LLC structure has become a popular choice for gaining total investment control (“checkbook control”) over your IRA funds and making investments tax-free.
A Checkbook IRA plan is generally also referred to as a Self Directed IRA LLC, a Self Directed Roth IRA LLC, or a Real Estate IRA. In each case, a limited liability company (“LLC”) is established that is owned by the IRA account and managed by the IRA account holder. The IRA Holder’s IRA funds are then transferred by the Custodian to the LLC’s bank account providing the IRA holder with “checkbook control” over his or her IRA funds.
Tax Advantages: With the Self Directed IRA LLC, you have all the tax advantages of traditional IRAs, as well as tax deferral and tax-free gains.
Investment Options: With the Self Directed IRA LLC, you can invest in almost any type of investment, including real estate, private business entities and commercial paper and then channel the investment income back into your IRA tax-free.
Diversification: With the Self Directed IRA LLC, you can invest in almost any type of investment, including real estate, allowing you to diversify and better protect your retirement portfolio.
"Checkbook Control": With a Self-Directed IRA LLC, you have even more advantages, including what's called "checkbook control." You'll no longer have to get each investment approved by the custodian of your account. Instead, all decisions are truly yours.
Access: With a Self-Directed IRA LLC, you will have direct access to your IRA funds allowing you to make an investment quickly and efficiently. There is no need to obtain approvals from your custodian or deal with time delays in awaiting approval from your custodian or pay any review fees.
Speed: With a Self Directed IRA LLC, when you find an investment that you want to make with your IRA funds, simply write a check or wire the funds straight from your Self Directed IRA LLC bank account to make the investment. The Self Directed IRA LLC allows you to eliminate the delays associated with an IRA custodian, enabling you to act quickly when the right investment opportunity presents itself.
Lower fees: Another advantage to a Self Directed IRA LLC account is that you can save a lot of money on custodian fees.
The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers and former Wall Street participants with over 35 years of combined experience in the legal, tax, and investment fields at some of the largest law firms and financial institutions in the country.
IRA Financial Group is the markets leading Self Directed IRA LLC Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investments. We have close working relationship with all the leading custodians making the set-up process seamless.
Our Self Directed IRA LLC establishment service includes:
- Free tax consultation with our IRA Specialists
- Setup your LLC in the State of your choice
- Prepare and file the Articles of Organization with the State
- Provide a lawyer drafted customized Self Directed IRA LLC Operating Agreement
- Provide a lawyer customized Subscription Agreement
- Obtain the EIN from the IRS
- Co-ordinate setup with the Custodian of your Choice
- Free legal and tax support
- Best Price Guarantee!
- Expedited Service Guarantee!
- Satisfaction Guaranteed!
With IRA Financial Group, you no longer have to spend $2000 to $5,000 or more to set up your Self Directed IRA LLC.
IRA Financial Group will take care of everything. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA attorneys are on site greatly reducing the set-up time and cost. Most importantly, you will find that our fee for this service is up to 65% less than other companies that perform the same or similar services.
The IRA Financial Group is the leading facilitator of Self Directed IRA LLCs and Solo 401(k) plans. The IRA Financial Group is the only Self Directed IRA LLC and Solo 401(k) Facilitator that:
- Was created by top law firm Attorneys and Wall Street bankers.
- Offers the Best Price Guarantee – our fees are up to 65% less than companies offering similar services and…we back that up with a Best Price Guarantee.
- Offers customized Self Directed IRA LLC and Solo 401(k) plans that are IRS compliant and which are personally customized by one of our onsite tax and ERISA Attorneys, who have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP.
Talk to one of our expert IRA Professionals by calling
We’ll help you get started investing in 14 days or less.
The Self Directed IRA LLC Solution
- The Self Directed IRA LLC Secret
- Self Directed IRA LLC Advantages
- The Self Directed IRA LLC
- How it Works
- Checkbook Control
- Using a Self Directed IRA LLC To Purchase Real Estate
- Self Directed IRA LLC Investments
- FAQ
- Why IRA Financial Group?
- What separates the IRA Financial Group from everyone else?
- Why did your start the IRA Financial Group?
- Why are your fees so affordable?
- What is Checkbook Control?
- Real Estate IRA LLC
- Self Directed IRA LLC Operating Agreement
- How long does the set-up take?
- Domestic & Foreign Real Estate / Land
- Tax Liens
- Precious Metals / Gold / Silver
- Private Business Funding
- IRS Rules and Guidelines
- Prohibited Transactions
- Common Prohibited Transactions
- What is Unrelated Business Taxable Income (UBTI)?
- What is UDFI?
- How is the UBTI tax on UDFI calculated?
- How is UDFI calculated on the sale of a debt-financed asset?
- What type of transactions may trigger the UBTI tax?
- What real estate transactions may be subject to UBTI?
- What is the UBTI tax rate?
- Plan Asset Rules

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IRA Financial Group attorney signs book deal about Self Directed IRAs |
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Coming Soon – IRA Financial Group to open office in Dallas, Texas |





